Project Manager

I have over thirty-five years of IT work experience in all levels from

Computer Operator through Vice-President/Owner of my own consulting firm.

I am equally qualified to perform systems development or manage and lead

major projects with budgets in excess of 5 million dollars and personnel

from 1 through 50. Most recently I have been involved with Business

Intelligence Reporting Projects.

Through my experience as a project manager I have been responsible for the

successful delivery of business solutions by directing and participating in

requirements gathering, prototyping, data analyst, systems development and

implementations, managing the technical development and delivery as well

as the administrative responsibilities of the project to achieve the

client's satisfaction. Through project direction, planning and control of

all project costs, schedules and resources I have demonstrated project team

leadership and motivation. I have developed a grasp of resource management

skills including the management of multi-disciplinary project teams and

client relationship management skills to effectively manage any and all

phases of a project.

My experience as both a technical analyst as well as a business analyst

give me experience developing formal project plans in a methodical and

organized approach and the management of such projects in a multi-project

environment. This includes experience in the determination of project

strategy and scope, the development of realistic estimates and quotations

for project time line and costs through the use of formal systems

development methodologies and processes. I also have worked as a business

Analyst on the QA side of development identifying and creating test case

development, execution and defect management.

My areas of technical expertise include both Mainframe and Server/PC

related technologies in business Intelligence, programming, database

design, system design and implementation, data warehousing, data modeling,

and data mining.

My industry experience is as varied as my technical experience ranging from

healthcare, insurance and finance through utilities and manufacturing.

TECHNICAL SKILLS

o WEBFOCUS (10 years)

o FOCUS, PC FOCUS (25 years)

o JAVA, HTML, ASP (4 years)

o CRYSTAL BUSINESS OBJECTS (2 years)

o MS Reporting Services (6 months)

o Microstrategy (6 Months)

o COBOL, COBOL II (25 years)

o IBM JCL, Utilities (25 years)

o IBM MVS, TSO ISPF (15 years)

o IBM VM/CMS (10 years)

o DB2, IMS, IDMS (15 years)

o SAS Mainframe (15 years)

o Oracle 9i 10g (3 Years)

o MS OFFICE, Access, Excel, Word, PowerPoint, Visio (10 years)

o MS Project (7 years)

PROFESSIONAL EXPERIENCE

February 2010 June 2010

Dollar General, Nashville,TN

WebFocus Technical Lead

Developer responsible for the creation of some 35 versions and multiple

sort breakdowns of 3 reporting templates. Included helping to define and

implement a new database structure to Information Builders. Capturing

generated SQL and modifying changing FOCUS code to be the most efficient

possible suggesting index and summary tables to process multi-million row

data structures.

Environment: 1010Data, WebFocus 7.6.12, MRE, Developer Studio, Report

Caster, Java Script, MS Office, ACCESS, VISIO, Windows

July 2009 December 2009

Oklahoma Division of Human Services, Oklahoma City

Child Support Services

WebFocus Technical Lead

Conducted several JAD sessions to define report Flows and look and feel

with the end users. Worked closely with the Data Analyst to develop the

DW and ETL data mapping. Developed and published a complete design

document as well as detailed specifications for use by a team of report

developers. As a member of the development team was responsible for the

development of all HTML launch pages and 3 reporting templates each

template containing about 30 individual reports. Involved heavy use of

advanced Graphing capabilities within WebFocus. Was instrumental in the

development and method of capture for some manual data coming from

sources outside the department. All development was 508c Compliant

Environment: Oracle 10g, WebFocus 7.6.9, MRE, Developer Studio, Report

Caster, Java Script, MS Office, ACCESS, VISIO, MS Project, zLinux, 508c

Compliant

November 2008 December 2008

Nationwide, Willmington, DE

Consultant

Part of a team to convert the last 27 Microstratagy Reports to WebFocus.

These reports were Active reports with additional drilldowns. I was

responsible for mentoring 3 individuals in the use and development of

Webfocus Developing Reports and drilldowns, and HTML Launch pages.

Environment: Oracle, WebFocus, MRE, Developer Studio, Report Caster, Java

Script, MS Office, ACCESS, VISIO, MS Project. Microstratagy .

October 2007 December 2008

Sunoco, Philadelphia

Consultant

Business Intelligence interface from SQL Server based DB used to track

Tasks and Air emissions for the refinery industry. Our developed

reporting system met government reporting requirements. Additionally was

considered the subject area expert for Webfocus. I was responsible for

mentoring 3 individuals in the use and development of Webfocus

Environment Developing Reports, Graphs, and HTML Launch pages. In

Addition was responsible for a release migration from WebFocus 7.1 to 7.6

was responsible for reporting inventory containing 105 reports about 25

self services and 75 in an MRE environment. I also was responsible for

about 50 different metadata synonyms. This migration also included a

server upgrade.

Environment: SQL Server, WebFocus, MRE, Developer Studio, Report Caster,

Java Script, MS Office, ACCESS, VISIO, MS Project, MS Reporting Services

.

February 2007 June 2007

Bayer

Consultant

Resposible for the assistance and setup of the reporting interface from

SAP to WebFocus. Worked closely with the SAP DW analysts to establish

views of the database to produce the required reports and graphs. Met

with users and Business Analysts to identify and priorities the required

reports.

Environment: SAP, WebFocus, MRE, Developer Studio, Report Caster, Java

Script, MS Office, ACCESS, VISIO, MS Project, ABAP, Unix

June 2007 October 2007

TAMKO with Information Builders

Consultant

Worked closely with the SAP DW analysts to establish views of the

database to produce the required reports and graphs. Met with users and

Business Analysts to identify and prioritize the required reports.

Developed phase 1 reports, BID and provided training to users for Phase

1 reporting.

Environment: SAP, WebFocus, MRE, Developer Studio, Report Caster,

Dashboard, Java Script, MS Office, ACCESS, VISIO, MS Project, ABAP, Unix

October 2006 February 2007

Friedkin Information Technology

Consultant

Report conversion from old Legacy reports to WebFocus reports. Reports

where first grouped into about 150 templates by user group fields

required act.. This grouping was done with the help of several existing

BAs that were very familiar with the business requirements do to many

years of company experience. The effort was performed in conjunction with

a data normalization effort and conversion from DB2 to Oracle. Many of

the Templates involved the creation of Launch Pages in HTML with attached

Java script.

Environment: DB2, SQL, IBM Mainframe, WEBFOCUS, MRE, Studio Developer,

Report Caster, Java Script, MS Office, ACCESS, VISIO, MS Project, UNIX,.

October 2005 July 2006

St Paul Travelers

Consultant

Data mining effort from historical data covering 5 years including the

conversion of many data items to research usable data values. Also,

included preparing a file to be sent to Trans Union to be credit scored.

Some of the conversion items need to be reworked so while they were being

reworked. I was moved to the QA team were I assisted in the initial

setup of QA procedures for the Management Information Team. My major

project on the QA team was the migration or WebFOCUS release from 5.3 to

7.1 this was done over a 3 month period and included the modification and

testing of almost 1000 reports and there associated dashboards and

metadata synonyms. An automated testing and discrepancy tracking system

was instituted using Test Director. All Procedures were established to

meet Sarbanes-Oxley reporting and record keeping requirements.

Environment: FOCUS, DB2, SQL, IBM Mainframe, WEBFOCUS, MRE, Studio

Developer, ASP, SQL Server, MS Office, ACCESS, VISIO, MS Project, UNIX,

Crystal/Business Objects.

April 2005 to October 2005

Information Builders

Consultant

Technical consultant for various clients. Included the development of

many prototype systems and first user reports for new sales of WEBFOCUS.

Also, included the upgrade from release 5.3 to 7.1 of WEBFOCUS.

Environment: FOCUS, DB2, SQL, WEBFOCUS, MRE, Studio Developer, ASP, SQL

Server, MS Office, ACCESS, VISIO, MS Project, UNIX, Crystal/Business

Objects

July 2004 to March 2005

Information Builders

Mayo Clinic

Consultant - Finance

Technical consultant for the development and maintenance of 500+

financial reports in an MRE reporting environment.

Responsibilities:

o Act as mentor trainer for the overseas outsourcing project. Was

responsible for the training and mentoring of one individual from India.

o Part of the Magic team responsible for data modeling of new data

warehouse.

o Develop ad-hoc reports using Crystal/Business Objects

Environment: FOCUS, DB2, SQL, WEBFOCUS, MRE, Studio Developer, ASP, SQL

Server, MS Office, ACCESS, VISIO, MS Project, UNIX, Crystal/Business

Objects, Teradata

November 2003 to June 2004

IBM Global Services, Merrill Lynch Project

Consultant - Finance Real Estate

Responsibilities:

o Technical lead assigned to maintain and develop as required the Real

Estate Management System (REMS).

o Take charge of existing system and provide production support and Break-

fix maintenance as required. Update documentation with current monthly

cycle flow.

o Provide development of new reports to better suit business needs. Solve

problems with feeds to and from various in house and external systems.

Environment: COBOL, FOCUS, DB2, SQL, MS Office, ACCESS, VISIO, IBM JCL,

IBM utilities, TSO/ISPF, MVS, VM, Teradata

August 2002 to April 2003

KEY Bank

Consultant - Banking HR Systems

Responsibilities:

o Technical lead assigned to assist Business Analyst in establishing a

technical solution to solve various problems with the 2002 Incentive

Compensation System.

o Performed 'Deep dive' into existing system to establish best technical

solution possible given the time constraint.

o Lead white board sessions to establish and clarify business requirements

and technical solution.

o Managed team of 7 developers in implementing the technical solution and

processing of 10 months of data averaging approximately 3 million

transactions per month under tight deadline of November 1.

o Established several documentation and Best Practice procedures

implemented by Key including a Defect Tracking Database.

o Currently working on implementing changes for the 2003 Plan.

o Assigned as a technical advisor on the upgrade to FOCUS release 7.2.

o Included training and use of RUP. In Data modeling (rational Rose) and

project planning,

Environment: COBOL, FOCUS, DB2, SQL, WEBFOCUS, ASP, SQL Server, MS

Office, ACCESS, VISIO, MS Project, IBM JCL, IBM utilities, TSO/ISPF,

MVS, SAS, RUP

November 2001 to March 2002

United Healthcare Group

Consultant - Insurance Company

Responsibilities:

o Establish RAS server for access from home or while on the road.

o Produce various reports for many clients on a legacy mainframe and

establish a method of transmitting these reports to either a server for

display, or e-mail directly from the mainframe to the user. Modified

existing shareware REXX procedure to e-mail utilizing UHC systems.

o Utilization of WEBFOCUS in the MRE (managed reporting environment) to

manage and develop reports as required.

o Used FTP to download data extracted from DB2 databases via SAS and FOCUS

to then be loaded to newly developed Access databases residing on the

Server.

o Established production schedules and run procedures for approximately 35

different reports and extracts.

Environment: COBOL, FOCUS, DB2, WEBFOCUS, ASP, SQL Server, MS Office,

ACCESS, VISIO, MS Project, IBM JCL, IBM utilities, REXX TSO/ISPF, MVS,

SAS, Oracle, COGNOS

October 2000 to October 2001

Prudential Real Estate

Consultant - Real Estate

Project originally started as documentation project to inventory and

document existing system of reports. As part of the initial phase of the

project I had to establish a WEBFOCUS environment to be used as a

Prototype system for evaluation of one reporting option. After inventory

and documentation was complete it was determined that the large number

(600+) of reports could not be duplicated in Business Objects in time to

meet the goals of the project. It was determined that a feed of data

would come from Sybase and would then be loaded back into the FOCUS

databases and the current reports would continue to be utilized.

Responsibilities:

o My responsibilities include the documentation of approximately half of

the reports and the complete inventory of reports. As the change of

direction for the project became evident my responsibility changed to

completing the load of data to the FOCUS database and testing and

turnover of the new programs.

Environment: COBOL, FOCUS, WEBFOCUS, ASP, SQL Server IDMS, MS Office,

VISIO, MS Project, IBM JCL, IBM utilities, TSO/ISPF, MVS, SAS,

EasyTrieve Business Objects, Crystal, Teradata

January 2000 to May 2000

DuPont

Consultant - chemical company

Responsibilities:

o I was working as part of three-person team responsible for the yearly

maintenance on a system written in FOCUS on a VAX platform. Work

involved making some enhancements to the system as well as offloading the

historical data to a history database during phase one of the projects.

Phase two of the project was to move the system from the mainframe to

client server based application. Data Modeling and design of the new

system was completed utilizing Rational Rose and Rational Developers

Suite. A prototype system was developed utilizing the newly designed

database. This prototype was made available to the users at each of the

plants to use for their evaluation. A decision on how to proceed was to

be made later in the year. It should be noted that the users decided to

go forward with the system but I was already committed to Prudential and

was not available to perform the work.

Environment: COBOL, FOCUS, MS Office, VISIO, MS Project, DCL, WEBFOCUS,

VAX.

July 1999 to December 1999

Advantica Restaurant Group

Project Leader - Restaurant Parent Company

Responsibilities:

o Develop a Web based reporting system to replace an old legacy reporting

system. Many reports where in existence in a MVS environment, which was

then converted to a UNIX, environment and then the reports and the

selections to produce these reports were transferred to a WEB based

system. System utilized WEBFOCUS and some selections were executed and

utilized JAVA and JAVA scripts to collect required input from the users.

Many of the legacy reports were written in FOCUS. Legacy based batch

updates were written and executed using UNIX scripts executing FOCUS

updates.

Environment: COBOL, FOCUS, WEBFOCUS, MS Office, VISIO, MS Project, UNIX,

Shell scripts.

January 1999 to July 1999

Independence Blue Cross

Team Lead - Insurance Company

Responsibilities:

Maintain and enhance Provider Reporting Systems Responsible for some 1500

reports utilizing FOCUS and COBOL from the IMS database and Data Warehouse.

System was responsible for the re-pricing of claims after new contracts

were finalized with the various institutional providers. System also

produced reports to show the providers their expected reimbursement for

each claim after it was re-priced. In addition to the normal maintenance

of the system I also lead the Y2K conversion team for the system.

o Was part of the phase 1 installation and integration CSC Power MHS.

Designed and developed the Risk interface to MHS as well as several feed

from MHS to existing system and additional feeds from existing systems to

MHS.

Was Provider Reporting's representative on the data warehousing project had

to normalize data from the existing IMS databases utilizing to meet IDEF1X

standard for load and establishment of DB2 data warehouse system.

o In addition to my experience in the re-pricing of claims I was involved

as a consultant to the EDI development team for Claims processing. This

involved actual hands on setting up of GenTran code to interpret EDI

claims from various clearinghouses. These transfers had to insure ANSI

standards and insure Y2K compatibility.

Environment: COBOL, FOCUS, IMS, MS Office, VISIO, MS Project, IBM JCL,

IBM utilities, TSO/ISPF, MVS, Expeditor, ENDEVOR, File Aid, SyncSort,

CICS, SAS, EasyTrieve AS/400

March 1998 to December 1998

Intracorp

Lead consultant - Insurance Company

Responsibilities:

o Lead a team of as high as 12 employees and consultants in the Y2K

conversion of three reporting systems. Involved the collection and

inventory of some 6000 FOCUS reports being utilized at 10 sites

throughout the US. Steps were to identify duplicate reports and then

remediate all reports and finally return the remediate reports back to

the various sites. After elimination of duplicates some 2000 reports

were remediate. Reports were written in FOCUS, BASIC, and COBOL on a

VAX platform.

Environment: COBOL, FOCUS, WEBFOCUS, MS Office, MS Project, DCL, VAX.

RDBM

May 1996 to March 1998

Independence Blue Cross

Team Lead - Insurance Company

Responsibilities:

Maintain and enhance Provider Reporting Systems Responsible for some 1500

reports utilizing FOCUS, SAS, Easytrieve and COBOL from the IMS database.

System was responsible for the re-pricing of claims after new contracts

were finalized with the various providers. System also produced reports to

show the providers their expected reimbursement for each claim after it was

re-priced.

Was Provider Reporting's representative on the data warehousing project had

to normalize data from the existing IMS databases utilizing to meet IDEF1X

standard for load and establishment of DB2 data warehouse system.

Was responsible for assisting in SQL data loads to the data warehouse.

Environment: COBOL, FOCUS, IMS, MS Office, VISIO, MS Project, IBM JCL, IBM

utilities, TSO/ISPF, MVS Expeditor, ENDEVOR, File Aid, SyncSort, CICS,

Erwin, SAS, EasyTrieve, SQL, QMF & SPUFI

May 1995 to May 1996

The Franklin Mint

Consultant - Direct mail sales company

Responsibilities:

o Upgrade and move 25 FOCUS based systems to a new release of FOCUS.

Environment: COBOL, FOCUS, MS Office, MS Project, IBM JCL, IBM

utilities, TSO/ISPF, MVS Expeditor, ENDEVOR, File Aid, SyncSort IBM

VM/CMS, REXX EXEC2

January 1995 to May 1995

Information Builders

Consultant - Software Company

Responsibilities:

o Develop FOCUS EIS System to assist an Insurance company in evaluating

claims and other information. System utilized EDA technology and FOCUS

EIS (Pilot Lightship) and FOCUS for Windows. Data was sorted in Oracle

and Sybase databases and extracted using FOCUS. Was responsible for the

conversion of some 50 reports, originally existing in a VM/CMS

environment, and the EIS screens for selection and drill downs involved

with these.

Environment: COBOL, FOCUS, MS Office, IBM JCL, IBM VM/CMS REXX, IBM

utilities, TSO/ISPF, MVS EDA server FOCUS EIS FOCUS for Windows

January 1994 to January 1995

Seagram

Project Leader - Beverage Company

Responsibilities:

Designed and developed a sales marketing and tracking system. Data would

be received from various sources and loaded into a FOCUS database for

reporting and sales analysis. Each State sales manager had his own

priorities and way to look at the data so the system had to be flexible

enough to satisfy many needs. System also, rolled up the various states

information into regional reports. Many sub-files and tables where used

much like a relational database to accomplish this task. Hardware and

software used during this project included: IBM mainframe, PC's HP

LaserJet printers

Environment: COBOL, FOCUS, PC FOCUS, IBM JCL, IBM utilities, VM/CMS EDA

server FOCUS EIS FOCUS for Windows, Lotus 123, Word Perfect

EasyTrieve.

May 1985 to May 1988 & January 1991 to July 1992

Public Service Electric & Gas

Project Leader - Utility

Responsibilities:

Responsible for the extraction of data from an existing FOCUS system and

loading this extracted data to various DB2 tables utilizing SQL.

Responsibilities also included the analysis of the data before extraction

and modification of existing FOCUS system to track adjustments.

Assisted in the preparation of a feasibility study for a DB2 based

accounting system and had to acquire a working Knowledge of DB2 theory and

operations. My major input into the project was the testing and use of

various Ad-hoc report writers. These included the testing of FOCUS DB2

interface, SAS, SQL, Intellect, and Easytrieve.

Enhanced and maintained a work order tracking system for the nuclear

division of the company that was utilized to bring one nuclear power plant

online and maintain two others.

Environment: COBOL, FOCUS, PC FOCUS, IBM JCL, IBM utilities, TSO/ISPF,

MVS, VM/CMS, EDA server FOCUS EIS FOCUS for Windows, Lotus 123, Word

Perfect, SAS, EasyTrieve, REXX DB2, SQL, Spufi, QMF.

July 1992 to December 1993

Allegheny Health Education and Research

Director of EIS - Hospitals

Responsibilities:

o The largest health care organization in Philadelphia made up of 11

hospitals throughout the Delaware Valley. Performed management functions

related to the management of staff of seven technical and business

analyst as well as acting as DBA responsible for maintenance and

interaction between patient and accounting systems. Converted several

FOCUS based systems from VM/CMS to TSO MVS. Designed and developed state

of the art system to replace current systems with server based Executive

Information System.

o Was responsible for a 2.7 million dollar budget and 5 people reported

directly to me and 37 people indirectly.

Environment: COBOL, FOCUS, PC FOCUS, IBM JCL, IBM utilities, TSO/ISPF,

MVS, VM/CMS, REXX EDA server FOCUS EIS FOCUS for Windows, Lotus 123,

Word Perfect EasyTrieve, VM/CMS SAS.

June 1988 to May 1989

MOBIL OIL

Applications Support Consultant

Responsibilities:

o Part of a six-person team responsible for the maintenance of six

different accounting systems. Each related to a different phase of the

business such as Crude Oil, Aviation Fuel etc... Responsible for the

balancing of reports and their monthly schedules as well as the design

and production move up of any modifications and enhancements to the

system. Information Systems.

Environment: COBOL, FOCUS, PC FOCUS, IBM JCL, IBM utilities, MVS, VM/CMS,

REXX, EXEC2, Word Perfect .

June 1980 to February 1982

L. Robert Kimball & associates

Business Analyst

Responsibilities:

Local government specialist responsible for creating proposals and

assisting with the development of systems to perform various functions of

Local and State government. Major systems developed included:

EPA reporting for major road projects in Pennsylvania,

Voter's registration and voting systems for Florida and Pennsylvania.

Probation system and lockbox tracking for child support in New Jerseys.

Eligibility and Employment tracking for employment program for the

Department of Labor (CETA).

Was project manager for the computerization of Sussex County New Jersey

Include 10 departments and accounting functions a 1.5 million Dollar

project involving some 25 people from LRK and some 200 from Sussex

County.

June 1978 to May 1980

Southern Allegheny Planning Commission

Director of Information Technology

Responsibilities:

o Responsible for planning and development commission's entire computer

resources interfaced with all levels of government in six county central

Pennsylvania region. Systems tracked and were responsible for acquiring

Federal and state funding for major Road and employment programs

throughout the region.

o Managed a staff of 9 full and part time employees. Systems developed

where used to meet all Department of Labor and EPA reporting requirements

and many reports were used as supporting documentation to Grant and loan

applications.

Environment: COBOL, FOCUS, PC FOCUS, IBM JCL, IBM utilities, MVS, VM/CMS,

REXX, EXEC2,

May 1974 to May 1978

USAF

Computer Operation Systems Supervisor

Responsibilities:

o Responsible for commutations and computer support for all SAC bases and

Missile systems.

Environment: COBOL, IBM JCL, IBM utilities, MVS, VM/CMS, REXX, EXEC2.

EDUCATION

1981 - Penn State State College, PA

Major: Business Administration

1978 - Community College of the USAF, Omaha, NE

Major: Computer Science

TRAINING & CERTIFICATION

1981 - 2008 Many management and technical training schools

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